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ACM
801 Twelve Oaks Center Drive
Suite 817
Wayzata, Minnesota 55391
Tel: 612-217-1143
About ACM
ACM, formally registered with the SEC as ACM. The firm was established in 09/26/2017. They have over 2 offices throughout the country.
ACM is a Wayzata, Minnesota based Financial Planning firm with nearly $212,813,314 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285739 |
| SEC# | 801-111736 |
| Assets Managed by Firm | $212,813,314 |
| No. of Clients | 14 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 14 | $212,813,314 |
| Individuals (other than high net worth individuals) | 8 | $271,861 |
| High net worth individuals | 4 | $388,883 |
| Pension and profit sharing plans | 1 | $161,685,475 |
| Charitable organizations | 1 | $50,467,095 |
More Retirement Planning firms in Wayzata, Minnesota:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 | |
| $76,497,109,888 | 227 | 193 |
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